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Mary T Ledwith

KELLY FINANCIAL GROUP, LLC·WETHERSFIELD, Connecticut
Clean recordKELLY FINANCIAL GROUP, LLC
100 GREAT MEADOW ROAD, WETHERSFIELD, CT 06109CRD# 6429694Firm CRD# 136372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary T Ledwith · WETHERSFIELD, CT
Registration
CRD #6429694 · KELLY FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary T Ledwith is a registered financial advisor based in WETHERSFIELD, Connecticut, affiliated with KELLY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
KELLY FINANCIAL GROUP, LLC
HAMMOND ILES WEALTH ADVISORS
AUM
$107M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KELLY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % FEE BASED ON ASSETS MANAGED BY A TPA
Regulatory
SEC/IARD CRD# 6429694
Firm CRD# 136372
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary T Ledwith offer?
Mary T Ledwith specializes in Financial Planning, Investment Management. Contact their office in WETHERSFIELD, Connecticut for a consultation.
What are Mary T Ledwith's credentials?
Mary T Ledwith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary T Ledwith located?
Mary T Ledwith is based in WETHERSFIELD, Connecticut, working with KELLY FINANCIAL GROUP, LLC. Their office serves clients in the WETHERSFIELD metropolitan area and surrounding communities.
How does Mary T Ledwith charge for services?
Mary T Ledwith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % fee based on assets managed by a tpa. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELLY FINANCIAL GROUP, LLC?
KELLY FINANCIAL GROUP, LLC has approximately 11 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Scott Thomas Iles
WETHERSFIELD, CT
Robert Gregory Hammond
WETHERSFIELD, CT
Scott Richard Solod
WETHERSFIELD, CT

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Research
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